Navigating uncertainty. According to a recent report from crypto platform Coinbase, approximately 67% of institutional investors remain bullish on $BTC
for the next six months. Moreover, these same investors continue to accumulate cryptocurrencies, even after the recent market correction. These massive purchases demonstrate long-term confidence in the crypto market. We take stock.
Key points of this article:
A report from Coinbase revealed that 67% of institutional investors maintained their optimism towards Bitcoin for the next six months.
Institutions continued to accumulate cryptocurrencies, seeing the market correction as a buying opportunity.
Bitcoin and Ethereum: the stars of Wall Street
In detail, this report from Coinbase Institutional and Glassnode for the fourth quarter of 2025 (Q4 2025 Edition) provides a detailed 46-page overview of the crypto markets. Coinbase highlights that institutional funds continue to flow into crypto, despite volatility. $ETH her (ETH) attracted more inflows into Spot ETFs ($9.4 billion) than Bitcoin ($8.0 billion) for the first time in Q3 2025.
Institutional investors continue to buy cryptocurrencies. This accumulation is also visible in the growth of Digital Asset Treasury Companies (DATs), companies that store cryptocurrencies in treasury and have become a major source of structural demand.
Volatility: not even scared!
According to the report, the DAT sector maintains structural demand, holding approximately 3.7% of the total Ether supply and 3.5% of the Bitcoin supply. Moreover, according to Coinbase,
67% of institutional investors are bullish on Bitcoin for the next six months. They see the current correction as a buying opportunity.
“Conviction remains strong among institutions”
“Navigating Uncertainty.” – Coinbase
Analysis of the survey graphs (conducted among 120 global investors, including 61 institutions) thus confirms a divergence of approach between institutions and non-institutions. As shown by the responses to the questions above:
What phase of the crypto market cycle do you think we are currently in?
The majority of institutions (45%) believe that we are in a late bull market. This figure is significantly higher than that of non-institutions (27%). This indicates that, despite optimism, professionals believe that the market is already well underway.
What is your forecast for Bitcoin (BTC) in the next 3 to 6 months?
Optimism is very strong: 67% of institutions and 62% of non-institutions are optimistic, betting on a price above $130,000. The majority believe the price will continue to rise.
What is the most likely impact on Bitcoin dominance (its share of total market capitalization) over the next 3-6 months?
Both groups most often expect dominance to continue (39% of institutions) or to decline (33% of institutions).
Institutional investors are optimistic about Bitcoin
Institutional investors see several positive factors for crypto: Coinbase is anticipating two more Fed rate cuts this quarter, a key factor in freeing up capital. Added to this are regulatory developments (such as the GENIUS Act for stablecoins) that are strengthening the legal framework in the United States. These factors could push Bitcoin to new highs by the end of 2025.
Finally, institutional investors remain optimistic about Bitcoin and continue to buy cryptocurrencies , despite the volatility. With favorable macroeconomic factors, they expect the market to recover by the end of 2025.